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Capture, Track, and Report on Your Client Financial Outcomes


Discover a new era of efficiency with COACH


  • Improve the efficiency of how you track your client financial goals, action plans, and outcomes.

  • Ensure timely and accurate collection, processing and evaluation of data, leading to effective data-driven decision making.

Change Machine Coach screenshot showing Assets/Debts screens and outcomes.


Track your client’s financial aspirations


  • Built by practitioners, for practitioners. COACH is designed for you  in mind, providing a tailored solution to align to your mission and values.

  • Set and track savings goals, income, expenses, credit score, and tax information with ease.

Unify Your Data and Boost Client Outcomes at Scale with COACH. Take Action Today.


Showcase Success, Increase Trust


  • Demonstrate the impact of your work with ready-to-use dashboards and reports to save time and effort.
  • Access key surveys including the Financial Well-Being Scale as well as the Consumer Financial Protection Bureau’s (CFPB) Financial Capability Scale.